Fusion Family Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-700
Closed -$39K 109
2020
Q2
$39K Hold
700
0.01% 59
2020
Q1
$34K Hold
700
0.01% 66
2019
Q4
$37K Hold
700
0.01% 72
2019
Q3
$39K Hold
700
0.01% 70
2019
Q2
$40K Hold
700
0.01% 83
2019
Q1
$38K Hold
700
0.01% 70
2018
Q4
$32K Hold
700
0.01% 129
2018
Q3
$36K Hold
700
0.01% 135
2018
Q2
$31K Hold
700
0.01% 157
2018
Q1
$32K Hold
700
0.01% 140
2017
Q4
$33K Hold
700
0.01% 154
2017
Q3
$34K Hold
700
0.01% 105
2017
Q2
$35K Hold
700
0.01% 140
2017
Q1
$31K Hold
700
0.01% 141
2016
Q4
$27K Buy
+700
New +$27K 0.02% 163